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L3Harris

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
601
Plante Moran Financial Advisors
Michigan
$52K – – –
FGC
602
Financial Gravity Companies
Texas
$50K +$43.7K +313 New
CIBC Private Wealth Group
603
CIBC Private Wealth Group
Georgia
$49K -$2.01M -14,410 -98%
LNB
604
Ledyard National Bank
$48K +$7.54K +54 +19%
BWP
605
Baldwin Wealth Partners
Massachusetts
$47K -$15.4K -110 -25%
C
606
Cerebellum
California
$46K +$45.4K +325 New
OFW
607
Omnia Family Wealth
Florida
$45K +$27.1K +194 +159%
VFA
608
Valeo Financial Advisors
Indiana
$42K +$32K +229 +342%
CFA
609
Carroll Financial Associates
North Carolina
$42K +$37.6K +269 +928%
SLF
610
Sun Life Financial
Ontario, Canada
$37K -$86.7K -621 -70%
RWA
611
Ropes Wealth Advisors
Massachusetts
$36K -$193K -1,383 -85%
UFG
612
United Fire Group
Iowa
$36K – – –
NSIM
613
North Star Investment Management
Illinois
$29K – – –
CHP
614
Cable Hill Partners
Oregon
$28K -$4.05K -29 -13%
FAM
615
Fred Alger Management
New York
$25K +$24.7K +177 New
KPCM
616
Kings Point Capital Management
New York
$25K +$25.1K +180 New
SWA
617
Sutton Wealth Advisors
Florida
$24.1K – – –
DAM
618
Delta Asset Management
Tennessee
$23K – – –
WAM
619
Wealthspire Advisors (Maryland)
Maryland
$23K +$6.56K +47 +41%
WOC
620
West Oak Capital
California
$21.7K – – –
GAM
621
Gemmer Asset Management
California
$21K – – –
CCM
622
Cribstone Capital Management
Maine
$19K – – –
JFA
623
JNBA Financial Advisors
Minnesota
$19K – – –
TG
624
TLP Group
Illinois
$19K +$19K +136 New
BCI
625
Brinker Capital Investments
Pennsylvania
$18K – – –